Software, Set-Up & Management Training Course

Software, Set-Up & Management Training Course for Self Managed Associations

This represents our best value service, and was designed it specifically for smaller associations (less than 50 units) with limited resources. Our objective here has been to provide these clients with all the knowledge and tools that has allowed us to be so successful in providing exceptional service to our other clients, in a distilled and cost effective package.

This is a one-time flat fee-based service where we help Self-Managed HOA’s with their biggest obstacles. In doing so, we share with them our systems, tools, knowledge, and resources, as well as mentor them so that they can become the most successful version of themselves.


keyboard with a highlighted training button
Active Meeting Of HOA


Our process starts with an on-site visit and interview with the board of directors, after which we provide our recommendations and a strategically designed plan tailored to their specific association’s needs. 

We then create an account for their association in our management software and set it up for them. Once all unit owner information has been entered, bank accounts connected, and preferences set up, we provide the board and/or their specified administrator with comprehensive training on how to navigate and use the software. 

We then give the  board access to our proprietary, modular, Online Management Training Course. This course covers what we believe to be all the essential elements to be successful in self managing a small associations

The course curriculum includes training on the following topics:

  • Core Values
  • Organization & Workflow
  • Software Training
  • Governing Documents & Legal Structure
  • Proper Notice, Meetings & Elections
  • Psychology: Optimizing Interactions w/ Individuals & Dealing w/ Difficult People
  • Sociology: Optimizing Interactions w/ Groups & Navigating HOA Politics
  • Selecting & Managing Phenomenal Vendors
  • Contracts: Understanding & Writing Effective Contracts
  • Effective Negotiation Tactics
  • Navigating Legal Disputes
  • Reserve Studies: Coordination and Analyses of Reserve Studies
  • Best Practices for Book Keeping & Accounting
  • Budgets: Writing, Presenting, & Ratifying the Budget
  • HOA Specific Credentials
  • Recommended Reading List

After the course is complete

Finally, after the course is complete, this package includes 1 year of unlimited coaching, mentorship, and support. At the end of that year, the client has the option to purchase a continued support package for ongoing coaching and mentorship.

There are many benefits to being self managed, and generally a self managed board will have a better pulse on what is going on in their community. Still there may be times where they would like some outside help or guidance to most effectively serve their community. We recognize the need for better ways to support these smaller, self-managed associations, and have designed this solution specifically to assist them.